Editing Surveys

In this article

Suggested next articles: Branding Surveys and Adding Logic to Questions.


About editing draft (unpublished) surveys — quick start

Editing Delighted Surveys is, in a word, intuitive. To jumpstart things:

1
Click "My surveys" → plus "Drafts" if necessary
2
To open the editing page → click open your survey's index card
3
Pick any question card. Hover over the card and click the editing tools → and make your changes to existing questions. Experiment with the:

Make all the changes you wish to your unpublished draft surveys. Fine-tune every detail to your liking. Adjustments are still possible when editing Published Surveys, but the options are restricted.

4
Open the "Title" menu → and choose "Settings" to rename a survey
5
Select "Add a welcome message" or "Add a thank you message" → and introduce or edit those elements
6
Choose "Add another question" → to expand your questionnaire
7
Visit The nitty-gritty details of editing to dive deep into editing → which includes adding Logic, Previewing, Collaborating, Branding, and disabling Auto-advance
8
Happy editing! (Just don't forget to Save your changes!)

If you make a change that you don't like, simply click "← Back to survey" without saving! This is your escape hatch, allowing you to undo your changes — no harm done.

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The nitty-gritty details of editing

There are more than a dozen actions to take from the survey editing page. In this deep dive, we'll break the action down into these related categories: 

Question editing

1 Editing question text and answer choices
2 Changing question settings, formats, and scale points
3 Adding new questions
4 Moving questions up or down the survey flow
5 Adding 'conditional' logic to questions

Survey flow editing

6 Updating survey branding (logo, color, and styles)
7
7.5
Adjusting survey settings (name, description, auto-advance)
Disabling auto-advance
8 Adding a welcome message
9 Modifying the default thank you message and adding a link
10 Deleting survey elements

Previewing and collaborating

These topics are covered in other sections in this Help Center, so clicking below will link you out to a complete article!

11 Previewing your survey
12 Collaborating on surveys
13 Commenting on surveys
14 Publishing and sending surveys
15 Getting help

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1. Editing question text and answer choices

Editing the wording of a question

To edit the wording of a question or to fix a spelling error:

1
Tap the "editing pencil" → (or simply click on the question)
2
Click inside the question text box → and make the changes to your text
3
Click "Save question"

Editing scale point labels

To replace the text used for your scale point labels:

1
Tap the "editing pencil" → (or click on your question)
2
Select a label that needs changing
3
Enter the new label
4
Click "Save question"

Editing answer choice text

To edit or reenter an answer choice:

1
Tap the "editing pencil" → (or simply click the question)
2
Click the "editing pencil" → and delete the old answer
3
Enter the new answer → and click "Add"
4
Click "Save"

Deleting answer choices

To delete answer choices:

1
Tap the "editing pencil" → (or just click your question)
2
Tap the "trash can" icon → seen to the right of your target answer choice
3
Click "Save question" → found below the question

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2. Changing question settings, formats, and scale points

Question settings are optional and vary based on the question format you've selected.

Randomize order of options Respondents in a rush may favor the first or last items in a list. To reduce this bias, randomize your options
Include "None of the above" option This choice will be placed at the bottom of your list and will deselect any previously selected answer choices
Include "Other" with open text field The "Other" option will be placed below your other answer choices (and above the "None of the above" if you add it), and will expand to display a text box when selected
Allow multiple selections This setting turns a multiple choice question into a multiple selection question, where several choices can be picked from a list
Add descriptive text Descriptive text will display as a subtitle below your question when using the text question format

To add or change your question settings:

1
Tap the "editing pencil" → (or click a question)
2
Click any option to turn the setting on → and off
3
Click "Save question"

Switching formats

To change your format; for example, from a Numeric scale to a Graphic scale:

1
Tap the "editing pencil" → (or just click your question)
2
Click open the "Format menu"
3
Pick a new format style from the list → and modify as needed
4
Click "Save question"

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3. Adding new questions

In this instance, we'll use a text question as our example. To add a new question to your survey:

1
Open your survey's editing page 
2
Click "Add another question"
3
Enter your new question → ex. “What can we do to improve the agent experience?”
4
Choose a response format → ex. "Text"
5
Pick between "Single line" and "Multiple lines"
6
Click "Save question"

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4. Moving questions up or down the survey flow

Hover over any question to reveal the move arrows. If the up or down arrow doesn't highlight, the question cannot be moved in that direction. For example:

To move a question up or down in your survey flow:

1
Open your survey editing page 
2
Hover over any question → and reveal the "move arrows"
3
Tap the "up" or "down" arrows to reposition the selected question

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5. Adding 'branching' or 'conditional' logic 

Logic lets you display a 'conditional' question to respondents based on their answer to another question. (Click to read how to set up your conditional logic flow in this article — Adding Branch Logic to Questions.)

For example, following a 5 star or CSAT question, you can:

  • Show unhappy respondents (1-3) a follow-up text question
  • Redirect satisfied respondents (4-5) to the Thank you message — or show them a different follow-up question

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7. Adjusting survey settings (name, description, auto-advance)

Every survey needs a name! Two things to know about survey names:

1 Survey takers will not see the name
2 Each survey will start with a default name, which is the date the survey was created — ex. "New survey 2021-04-01"

Chances are, you’ll want to rename your survey, perhaps more than once! Plus, you can add an optional description to give the survey context. Both the name and the description appear on the Survey card in the index. 

The name Settings can be changed in two places: From the Survey editing page (as explained in the next set of steps) or from the Survey index card itself (as marked above). 

To rename a survey and add a description from the Survey editing page:

1
Open the survey from its survey card
2
Select the "Survey name menu" → found at the top of the page
3
Pick "Settings"
4
Enter the new name → (ex. “Satisfaction survey”)
5
Add an optional description → (ex. “5 stars”)
6
Click "Save"

7.5 Disabling auto-advance

By default, surveys will progress from one question to the next without the respondent needing to click the "next" button due to our auto-advance feature. This makes it easier for respondents to move through the survey quickly!

Auto-advance works with: Auto-advance doesn't work with:
Numeric scale questions Open text questions
Graphic scale questions Multiple select questions
Multiple choice questions Multiple choice questions where the respondent chooses "Other"

Auto-advance is set at the survey level and is turned on automatically. To disable auto-advance for a given survey:

1
Open your survey editing page
2
Click the survey name at the top of the page → and choose "Settings'
3
Toggle the auto-advance option to "off"
4
Click "Save"
Disable the auto-advance from the Survey index card


You can also disable the auto-advance by clicking "Settings" from the three dots menu in the corner of any Survey index card and completing steps 4 and 5 above.

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8. Adding a welcome message

The optional welcome message can personalize your survey, give survey takers context, and help improve response rates.

To add a welcome message:

1
Click "Add a welcome message" at the top of the survey flow
2
Enter your text → (ex. "Please take our brief survey!")
3
Click "Save message"
4
Click the "editing pencil" icon to make corrections

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9. Modifying the default thank you message and adding a link

A thank you message appears at the end of each survey. The default message reads, “Thank you for your participation.” It’s quite easy to replace this default with a message of your own. 

To change the thank you message:

1
Click "Add a thank you message"
2
Alter the text in the "Add your message here" box → (ex. “Thank you for completing our survey!”)
3
Click "Save message"
4
Click the "editing pencil" to make subsequent corrections

Consider referring respondents to your website or another relevant location by adding a link to your thank you message.

Adding a link

To add your link to a thank you message:

1

Tap the "editing pencil" → (or just click on the "Thank you message" card)

2
Scroll down to and click "Optional outgoing link URL"
3
Enter your URL → (ex. "https://surveys-help.delighted.com/")
4
Enter your link text in the second box → (ex. “Click to learn more!”)
5
Click "Save message"
6
Click the "editing pencil" to make subsequent corrections

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10. Deleting questions — plus Welcome & Thank you messages

To delete questions, welcome, and thank you messages:

1
Open your survey's editing page
2
Hover over any question, welcome, or thank you message card
3
Tap the "trash can"
4
Click "Yes, delete question" → (or "Confirm" for welcome and thank you messages)

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Editing Published vs. Draft surveys

When reopening a survey from the Surveys index, if your target survey is a:

Draft (Unpublished) survey You will be instantly taken to the survey editing page where you can take all of the actions explained in Creating & Editing Surveys
Published survey You will be taken to your live Results page first → where you must click "Edit survey" to reopen the survey editing page. Albeit, your editing options will be limited

What can change in published surveys

1 Rebrand your survey — including your colors, style and image
2 Rename and describe your survey
3 Preview your survey
4 Add, update, or delete a welcome message
5 Comment — limited to personal entering, reading, and resolving
6 Edit text — limited to minor edits, ex. fixing spelling mistakes
7 Modify the default thank you message and adding a link

To edit a published survey:

1
Open any "Published" survey
2
Click "Edit survey" to open the survey editing page
3
Make your changes as outlined in the above list
The locks on published surveys

Your survey will be locked as soon as it has been published, you will not be able to:

  • Add or delete questions
  • Add or delete scale points or answer choices 
  • Change the labels in an existing question
  • Reorder the survey flow
  • Change branching logic statements

Locking these elements keeps your results accurate, valid, and reliable.

For example, say that you had a 1-5 scale question, then changed it to a 1-7 scale after you have collected responses. The earlier "5" responses would be calculated less positively than originally intended! The results would be compromised.

Likewise, a 5 star graphic question can't suddenly become a numeric question without contaminating the results. 

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